Honeywell Aerospace reduced its full-year 2026 outlook after the June 29 spin-off, citing supply-chain constraints that limited output and prevented the company from meeting stronger aftermarket demand. The newly independent aerospace supplier also reported second-quarter 2026 results and outlined lower guidance for sales and profitability as it begins operating as a standalone public company.
The business now expects organic sales growth of 4% to 5% for 2026, down from a previous range of 7% to 9%. Pro forma standalone adjusted EBIT is forecast at $4.35 billion to $4.45 billion, compared with an earlier $4.65 billion to $4.75 billion, while adjusted earnings per share guidance was introduced at $7.60 to $7.90. The weaker outlook reflects persistent supplier ramp-up issues and other production bottlenecks, even as demand remains firm across commercial aviation, defence and the aftermarket.
Improvement is still expected in 2027 as supplier investment, dual-sourcing and factory changes begin to ease the constraints. The guidance reset came in the first dedicated earnings call since the spin-off, giving the market an early test of Honeywell Aerospace’s execution as an independent company.